Turn Zoom meeting summaries into Brex expense reviews
Finish the meeting with a clear view of related company spend.
Trigger
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
Action
Get Expenses
Get expenses for a date range.
Why this helps
Expense follow-up gets lost after meetings end.
- Review expenses while meeting context is fresh
- Surface transactions that need explanation
- Reduce manual switching between meeting notes and finance tools
Setup
Build it in a few focused steps.
- 1Connect Zoom and Brex in Notis once.
- 2Create an automation and describe the expense review outcome in one instruction.
- 3Pick Meeting Summary Created or Updated as the Zoom trigger.
- 4Choose where run reports should go, then test with one real meeting summary.
Questions about this workflow
Does this create or change expenses?
No. It retrieves Brex expenses for Notis to review and summarize.
What Zoom plan is required?
Zoom meeting summaries require a paid Zoom account with AI Companion enabled.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Brex. A trigger fires from one place; an action lands in another.
Zoom triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
Create Department
Create a new department.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
Create Expense
Create a new expense.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
Create Location
Create a new location.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
Create Job Title
Create a new job title.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Create User
Create a new user in the brex account.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Zoom and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.